Quick start guide for users
This article describes the key steps you need to take to start using Cerby.
Hi there, welcome to Cerby!
If you're reading this guide, it means you're ready to start using our platform. Cerby is an identity automation platform that provides you with seamless, secure access to all the apps you need for work, without the hassle of managing individual passwords.
This guide covers the key steps you need to take to start using Cerby to add or access the accounts and secrets you need, and securely log in without manually sharing passwords.
Before you begin
Before starting, make sure you meet the following requirements to start using Cerby:
An email invite sent by the Cerby team from our official email address,
[email protected], to join a workspaceThe name of your Cerby workspace
Start using Cerby
When your IT administrators grant you access to your Cerby workspace, you are ready to begin. Let's walk through the steps to get you started:
The following sections describe each step.
1. Log in to your Cerby workspace
A Cerby workspace is the environment where your organization stores and accesses the items you need for work. From your workspace, you can streamline and protect your account logins.
To log in to your Cerby workspace, you must complete the following steps:
Open the Cerby login page with your browser.
Enter the name of your workspace.
Click the Next button.
Enter your corporate username and password in the corresponding fields.
Click the Log in button. The Cerby web app dashboard is displayed.
Now you are done.
2. Install the Cerby browser extension
For the most seamless experience, Cerby recommends installing its browser extension.
IMPORTANT: Your IT department may have already installed the Cerby browser extension for you. Before continuing, check whether it's already installed in your browser.
The Cerby browser extension is supported by the following web browsers:
Firefox
Google Chrome
Microsoft Edge
Safari
For instructions on how to install the Cerby browser extension on your computer, read the article Install the Cerby browser extension.
3. Log in to the Cerby browser extension
After installing the Cerby browser extension, log in to access your workspace and manage your items. For instructions on how to log in, read the article Log in to the Cerby browser extension.
4. Install the Cerby mobile app
With the Cerby mobile app, you can manage your accounts, secrets, and collections, log in to your accounts, and perform multi-factor authentication (MFA) tasks directly from your iOS or Android phone.
For instructions on how to install and configure the Cerby mobile app, refer to the specific instructions for your operating system:
iOS: Install and configure the Cerby mobile app on iOS
Android: Install and configure the Cerby mobile app on Android
5. Log in to the Cerby mobile app
Access your workspace from your iOS or Android phone by following these steps:
Open the Cerby mobile app.
Enter your workspace name and tap Next.
Log in using your standard corporate credentials.
You are now ready to securely manage your accounts, collections, and multi-factor authentication (MFA) on the go.
What's next
After you complete the setup steps above, you can start using Cerby to access and manage your items.
Add an account
An account contains your login information for a specific app or service, similar to a saved password in a standard password manager. Follow the next steps to add a new account to your Cerby workspace:
Log in to your Cerby workspace.
Click the Add item button located at the top right.
Select the Account option from the drop-down list.
Enter your account information in the corresponding fields, such as the Account label, Username, and Current password.
Click the Add account button. The new account details page is displayed.
To learn more about accounts in Cerby and the creation options, refer to the articles:
Add a secret
A secret functions as a secure repository for sensitive, non-credential information. It functions the same as a secure note in a traditional password management platform. To add a new secret to your Cerby workspace, complete the following steps:
Log in to your Cerby workspace.
Select the Secrets option from the left menu.
Click the Add secret button.
Select the Secret option.
Enter the Secret label and your sensitive information into the Notes field (up to 45,000 characters). You can also upload file attachments.
Optionally, set the secret to be temporary by specifying an expiration time (1, 2, 7, or 14 days).
To learn more about secrets in Cerby and the creation options, refer to the articles:
Create a collection
Collections enable you to group related accounts and secrets together for easier organization and sharing. To add a new collection to your Cerby workspace, complete the following steps:
Log in to your Cerby workspace.
Select the Collections option from the left menu.
Click the Create collection button. The Create a collection dialog box is displayed.
Enter a clear, identifiable name for your collection.
Click the Next button. The Add items to your collection dialog box is displayed.
Select the items you want to add to your collection.
Click the Create collection button to save your new collection.
To learn more about collections in Cerby and the creation options, refer to the articles:
Log in to your accounts
Once your accounts are stored in Cerby, you can securely authenticate from any of the following supported devices:
Using the Cerby web app
To log in to an account from your web dashboard, follow these steps:
Log in to your Cerby workspace.
Click the Log in button that appears when hovering over an account card.
If you have more than one user account for the same app, the Choose an account to log in dialog box is displayed with a list of user accounts.
Click the Log in button of the corresponding user account.
Now you are done.
Using the Cerby browser extension
To log in using the browser extension, follow these steps:
Log in to your Cerby workspace with the browser extension.
Click the corresponding app card.
A page with your app's name displays the account cards for each user account.
Click the View Details button. A page with the details of your user account is displayed.
Click the Log in button.
Now you are done.
Using the Cerby mobile app
To securely log in to your apps on your phone using Cerby's autofill capabilities, follow these steps:
Open the login screen of the app you want to log in to on your mobile phone.
Tap the input field you want to autofill. a. If the Allow Autofill feature is correctly configured, your credentials saved in Cerby are displayed.
Select the corresponding account. The Cerby mobile app closes, and the login screen appears, with the input field already filled.
Tap the Log in button. For accounts with MFA turned on, the screen to enter an MFA code is displayed. a. Tap the verification code for this website - Cerby option displayed above the numerical keyboard. The corresponding field is filled out with the MFA code. b. Tap the button that verifies the code is correct.
Now you are done.
Protect your accounts
With your apps added, you can now protect your accounts with the following options provided by Cerby:
Cerby-managed verification methods: Use Cerby to manage account verification methods (including MFA) for supported apps.
Use Cerby as an MFA authenticator app: Turn MFA on/off for supported accounts and complete verification flows using Cerby.
Cerby-managed email address and phone number: Add a Cerby-managed email address or phone number to an account and use it for MFA verification (and view/forward messages from Cerby when needed).
RSA codes: Set RSA tokens as an account verification method for apps that require RSA-based authentication.
Backup or recovery codes: Store backup or recovery codes in Cerby to support account recovery.
Share your accounts
Stop sharing login credentials over chat or email. Instead, share access securely with another user or team within Cerby by following the next steps:
Log in to your Cerby workspace.
Click the Share account icon that appears when hovering over an account card.
Select the Share item option. The Share Access dialog box is displayed.
Enter a user's or team's name in the search bar and select the corresponding match.
Select a role:
Owner: Allow them to share access and manage settings.
Collaborator: Allow them to log into the app only.
Click the Confirm button.
Now you are done.
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